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等下午1号
2022-10-27
不是突然,已经苹果ar不是已经在日程上了吗
抱歉,原内容已删除
等下午1号
2021-05-07
原本是1w的。。。。
等下午1号
2021-05-07
$ROKU 20210514 300.0 CALL(ROKU)$
to the moon
等下午1号
2021-03-03
老虎就是个垃圾软件,下了止损单,结果还给我系统撤单????? 我真的是。。。。
等下午1号
2021-03-02
$BA 20210305 210.0 CALL(BA)$
今天出了一半的ba call 大概赚了1200多刀吧剩下的看明天情况出
等下午1号
2021-02-18
$Churchill Capital Corp IV(CCIV)$
ww
等下午1号
2021-01-11
$拼多多(PDD)$
pdd怎么一副药丸的样子,看政府出不出手
去老虎APP查看更多动态
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大概赚了1200多刀吧剩下的看明天情况出","images":[{"img":"https://static.tigerbbs.com/cc95f6b2bbed36c8c4caa691b1fca228","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/362661537","isVote":1,"tweetType":1,"viewCount":2721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":384566313,"gmtCreate":1613661480532,"gmtModify":1613661480532,"author":{"id":"3572135341010449","authorId":"3572135341010449","name":"等下午1号","avatar":"https://static.tigerbbs.com/a1ecec48aef8159d2714941668de5b80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572135341010449","authorIdStr":"3572135341010449"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>ww","listText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>ww","text":"$Churchill Capital Corp 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moon","images":[{"img":"https://static.tigerbbs.com/a251ca3915d7e5b1346e58e68be5a8e1","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/105704366","isVote":1,"tweetType":1,"viewCount":1053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":665911730,"gmtCreate":1666880021520,"gmtModify":1666880024351,"author":{"id":"3572135341010449","authorId":"3572135341010449","name":"等下午1号","avatar":"https://static.tigerbbs.com/a1ecec48aef8159d2714941668de5b80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572135341010449","idStr":"3572135341010449"},"themes":[],"htmlText":"不是突然,已经苹果ar不是已经在日程上了吗","listText":"不是突然,已经苹果ar不是已经在日程上了吗","text":"不是突然,已经苹果ar不是已经在日程上了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665911730","repostId":"1114118155","repostType":4,"repost":{"id":"1114118155","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点,观察市场,提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1666877039,"share":"https://www.laohu8.com/m/news/1114118155?lang=&edition=full","pubTime":"2022-10-27 21:23","market":"us","language":"zh","title":"老虎点评:看了Meta的季报,感觉苹果稳了","url":"https://stock-news.laohu8.com/highlight/detail?id=1114118155","media":"老虎锐评","summary":"如果苹果突然推出“虚拟设备”,Meta怎么办?","content":"<html><head></head><body><p>先说股价,关于Netflix和<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>季报后的股价表现,还是符合上次说的那个观点:季报前股价是什么趋势季报后就是什么股价趋势。季报更像是市场情绪的放大器,不像是股价的拐点。下图是今年Meta Platforms的股价。就算是4月季报之后股价大涨,Facebook今年持续下跌的趋势也没有改变过。</p><p><img src=\"https://static.tigerbbs.com/82e1f2d09c89a6b5a5408485a869dc25\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Meta Platforms的季报肯定是不好,不过经济下行,广告变弱,消费变弱这些都是全世界的共识了。Meta Platforms还面临一个强大的对手TikTok,所以它的压力就更大。客观困难存在,关键是要看未来如何转型以及转型的成功几率。有时候,越大的企业反而越是在刀尖上行走,一个商业决定错误,整个公司就没了。</p><p>Meta Platforms除了在短视频领域和TikTok斗争外,公司未来的希望是元宇宙。从一些关键数据来看,元宇宙的发展并不如意,公司的Reality Labs的收入只有$2.85亿,同比下降49%。下降的主要原因是公司的虚拟设备Quest 2销量不好。下图是Quest 2,售价$399。</p><p><img src=\"https://static.tigerbbs.com/393d8b967ec709388f95db28dae486f2\" tg-width=\"490\" tg-height=\"213\" referrerpolicy=\"no-referrer\"/></p><p>现在回到这篇分析开始的标题“看了Meta Platforms季报,感觉<a href=\"https://laohu8.com/S/AAPL\">苹果</a>稳了”,Meta Platforms和苹果并非直接的竞争对手,为什么这么说呢?在回答这个问题之前,先请大家思考一个问题:<b>美国的头部科技公司,只要敢涉足硬件业务的,有哪家成功?答案是:只有苹果。</b></p><p>美国头部科技公司,除了苹果,其它几家的发力点都是在软件/服务上。但是,其它公司从来没有放弃过进入硬件产品的梦想:<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的平板Kindle,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的手机Pixel,<a href=\"https://laohu8.com/S/MSFT\">微软</a>的笔记本Surface…这些产品虽然有点小名气,但就是做不大。但是苹果无论是做平板,还是手机还是笔记本,都可以肆无忌惮卖贵得多的价格。</p><p>所以Facebook想在虚拟头戴设备上发力,我持非常大的怀疑态度,因为这家公司的硬件基因,比前面几家还要差。前面几家在硬件上吃过的亏那可是数不胜数:亚马逊做过非常丑的手机最后被迫放弃,谷歌的头戴眼睛还没面世就难产,微软做过手机还做过手机操作系统但最后双双败北。Facebook的硬件能力会比这3家强?我大胆估计,Facebook的Reality Labs会关门,至少硬件部门最后要被放弃。</p><p>我们反观苹果,就会发现苹果的硬件设备,即使start low也会end high,比方说Apple Watch。当然苹果的发展历史上,也曾经有过很多失败的硬件产品,但是失败的概率越来越小,2000年以后失败的硬件产品几乎没有。由于苹果产品的失败概率越来越小,所以护城河就越来越高,这不是Facebook能靠一个头戴设备能够改变的局面。亚马逊现在还能卖平板电脑,全靠自己电子书后面支持;谷歌能卖点手机,全靠自己的安卓系统;微软的笔记本电脑,号称和自家操作系统结合最好。Meta能靠什么?靠头戴设备后面的安卓系统吗?</p><p>如果苹果突然推出“虚拟设备”,Meta怎么办?</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>老虎点评:看了Meta的季报,感觉苹果稳了</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n老虎点评:看了Meta的季报,感觉苹果稳了\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎锐评 </p>\n<p class=\"h-time\">2022-10-27 21:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>先说股价,关于Netflix和<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>季报后的股价表现,还是符合上次说的那个观点:季报前股价是什么趋势季报后就是什么股价趋势。季报更像是市场情绪的放大器,不像是股价的拐点。下图是今年Meta Platforms的股价。就算是4月季报之后股价大涨,Facebook今年持续下跌的趋势也没有改变过。</p><p><img src=\"https://static.tigerbbs.com/82e1f2d09c89a6b5a5408485a869dc25\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>Meta Platforms的季报肯定是不好,不过经济下行,广告变弱,消费变弱这些都是全世界的共识了。Meta Platforms还面临一个强大的对手TikTok,所以它的压力就更大。客观困难存在,关键是要看未来如何转型以及转型的成功几率。有时候,越大的企业反而越是在刀尖上行走,一个商业决定错误,整个公司就没了。</p><p>Meta Platforms除了在短视频领域和TikTok斗争外,公司未来的希望是元宇宙。从一些关键数据来看,元宇宙的发展并不如意,公司的Reality Labs的收入只有$2.85亿,同比下降49%。下降的主要原因是公司的虚拟设备Quest 2销量不好。下图是Quest 2,售价$399。</p><p><img src=\"https://static.tigerbbs.com/393d8b967ec709388f95db28dae486f2\" tg-width=\"490\" tg-height=\"213\" referrerpolicy=\"no-referrer\"/></p><p>现在回到这篇分析开始的标题“看了Meta Platforms季报,感觉<a href=\"https://laohu8.com/S/AAPL\">苹果</a>稳了”,Meta Platforms和苹果并非直接的竞争对手,为什么这么说呢?在回答这个问题之前,先请大家思考一个问题:<b>美国的头部科技公司,只要敢涉足硬件业务的,有哪家成功?答案是:只有苹果。</b></p><p>美国头部科技公司,除了苹果,其它几家的发力点都是在软件/服务上。但是,其它公司从来没有放弃过进入硬件产品的梦想:<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的平板Kindle,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的手机Pixel,<a href=\"https://laohu8.com/S/MSFT\">微软</a>的笔记本Surface…这些产品虽然有点小名气,但就是做不大。但是苹果无论是做平板,还是手机还是笔记本,都可以肆无忌惮卖贵得多的价格。</p><p>所以Facebook想在虚拟头戴设备上发力,我持非常大的怀疑态度,因为这家公司的硬件基因,比前面几家还要差。前面几家在硬件上吃过的亏那可是数不胜数:亚马逊做过非常丑的手机最后被迫放弃,谷歌的头戴眼睛还没面世就难产,微软做过手机还做过手机操作系统但最后双双败北。Facebook的硬件能力会比这3家强?我大胆估计,Facebook的Reality Labs会关门,至少硬件部门最后要被放弃。</p><p>我们反观苹果,就会发现苹果的硬件设备,即使start low也会end high,比方说Apple Watch。当然苹果的发展历史上,也曾经有过很多失败的硬件产品,但是失败的概率越来越小,2000年以后失败的硬件产品几乎没有。由于苹果产品的失败概率越来越小,所以护城河就越来越高,这不是Facebook能靠一个头戴设备能够改变的局面。亚马逊现在还能卖平板电脑,全靠自己电子书后面支持;谷歌能卖点手机,全靠自己的安卓系统;微软的笔记本电脑,号称和自家操作系统结合最好。Meta能靠什么?靠头戴设备后面的安卓系统吗?</p><p>如果苹果突然推出“虚拟设备”,Meta怎么办?</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e51dca4aea5a4f4975d48e2264c0446","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114118155","content_text":"先说股价,关于Netflix和Meta Platforms季报后的股价表现,还是符合上次说的那个观点:季报前股价是什么趋势季报后就是什么股价趋势。季报更像是市场情绪的放大器,不像是股价的拐点。下图是今年Meta Platforms的股价。就算是4月季报之后股价大涨,Facebook今年持续下跌的趋势也没有改变过。Meta Platforms的季报肯定是不好,不过经济下行,广告变弱,消费变弱这些都是全世界的共识了。Meta Platforms还面临一个强大的对手TikTok,所以它的压力就更大。客观困难存在,关键是要看未来如何转型以及转型的成功几率。有时候,越大的企业反而越是在刀尖上行走,一个商业决定错误,整个公司就没了。Meta Platforms除了在短视频领域和TikTok斗争外,公司未来的希望是元宇宙。从一些关键数据来看,元宇宙的发展并不如意,公司的Reality Labs的收入只有$2.85亿,同比下降49%。下降的主要原因是公司的虚拟设备Quest 2销量不好。下图是Quest 2,售价$399。现在回到这篇分析开始的标题“看了Meta Platforms季报,感觉苹果稳了”,Meta Platforms和苹果并非直接的竞争对手,为什么这么说呢?在回答这个问题之前,先请大家思考一个问题:美国的头部科技公司,只要敢涉足硬件业务的,有哪家成功?答案是:只有苹果。美国头部科技公司,除了苹果,其它几家的发力点都是在软件/服务上。但是,其它公司从来没有放弃过进入硬件产品的梦想:亚马逊的平板Kindle,谷歌的手机Pixel,微软的笔记本Surface…这些产品虽然有点小名气,但就是做不大。但是苹果无论是做平板,还是手机还是笔记本,都可以肆无忌惮卖贵得多的价格。所以Facebook想在虚拟头戴设备上发力,我持非常大的怀疑态度,因为这家公司的硬件基因,比前面几家还要差。前面几家在硬件上吃过的亏那可是数不胜数:亚马逊做过非常丑的手机最后被迫放弃,谷歌的头戴眼睛还没面世就难产,微软做过手机还做过手机操作系统但最后双双败北。Facebook的硬件能力会比这3家强?我大胆估计,Facebook的Reality Labs会关门,至少硬件部门最后要被放弃。我们反观苹果,就会发现苹果的硬件设备,即使start low也会end high,比方说Apple Watch。当然苹果的发展历史上,也曾经有过很多失败的硬件产品,但是失败的概率越来越小,2000年以后失败的硬件产品几乎没有。由于苹果产品的失败概率越来越小,所以护城河就越来越高,这不是Facebook能靠一个头戴设备能够改变的局面。亚马逊现在还能卖平板电脑,全靠自己电子书后面支持;谷歌能卖点手机,全靠自己的安卓系统;微软的笔记本电脑,号称和自家操作系统结合最好。Meta能靠什么?靠头戴设备后面的安卓系统吗?如果苹果突然推出“虚拟设备”,Meta怎么办?","news_type":1},"isVote":1,"tweetType":1,"viewCount":1765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365179528,"gmtCreate":1614712984064,"gmtModify":1703480236838,"author":{"id":"3572135341010449","authorId":"3572135341010449","name":"等下午1号","avatar":"https://static.tigerbbs.com/a1ecec48aef8159d2714941668de5b80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572135341010449","idStr":"3572135341010449"},"themes":[],"htmlText":"老虎就是个垃圾软件,下了止损单,结果还给我系统撤单????? 我真的是。。。。","listText":"老虎就是个垃圾软件,下了止损单,结果还给我系统撤单????? 我真的是。。。。","text":"老虎就是个垃圾软件,下了止损单,结果还给我系统撤单????? 我真的是。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365179528","isVote":1,"tweetType":1,"viewCount":1744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384566313,"gmtCreate":1613661480532,"gmtModify":1613661480532,"author":{"id":"3572135341010449","authorId":"3572135341010449","name":"等下午1号","avatar":"https://static.tigerbbs.com/a1ecec48aef8159d2714941668de5b80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572135341010449","idStr":"3572135341010449"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>ww","listText":"<a href=\"https://laohu8.com/S/CCIV\">$Churchill Capital Corp IV(CCIV)$</a>ww","text":"$Churchill Capital Corp IV(CCIV)$ww","images":[{"img":"https://static.tigerbbs.com/0e6b17b2fc5bd0691b4338f9c8d122c5","width":"1440","height":"2560"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384566313","isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}